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Eaglestone Tax & Wealth Advisors, Inc.

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Eaglestone Tax & Wealth Advisors, Inc.

Mission statement:

To provide our clients with peace of mind by helping them to achieve their financial goals through customized tax and wealth management strategies.

Overview:

Trust in your financial and tax planning experts is essential. If you have nagging questions about your path, it’s impossible to achieve peace of mind and enjoy the wealth you have worked so hard to create. Doubt in your plan can lead to rash decisions that can negatively impact your financial position, both short and long term. If you have questions about your financial future, allow us to help you achieve peace of mind.

EagleStone Tax & Wealth Advisors, Inc. is an independent, SEC registered Investment advisory (RIA) firm serving clients nationally and internationally from its offices in the Washington, DC/Baltimore metropolitan area. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services.

Our comprehensive and integrated approach – considering the implications of taxes and investment decisions on a client’s wealth – recognizes the expanding complexity of financial decision making. Our objective is to help clients develop and implement financial strategies allowing them to achieve financial confidence, security and peace of mind.

History:

Over a period of 12 years, Founder/CEO James D. Warring worked diligently as a shareholder at a major DC-area Certified Public Accounting firm. During his tenure there, Jim noticed a growing number of clients approaching him for more than just accounting and tax advice. Clients also needed comprehensive wealth planning and investment management advice. They wanted it to come from a trusted source, from someone who knew their entire financial situation.

In 2007, encouraged by the opportunity to be truly a steward of clients’ finances, he founded and created EagleStone to address a broad range of financial needs from accounting and tax issues to financial planning and investment management. Seven years later, with more than 15 full-time employees, EagleStone is thriving in its continued efforts to provide quality efforts to provide quality service to clients.

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